ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 136 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,249,000 | -0.2% | 50,500 | -0.2% | 0.28% | +1.1% |
| Q2 2021 | $1,252,000 | -0.4% | 50,579 | 0.0% | 0.27% | -6.5% |
| Q1 2021 | $1,257,000 | -0.2% | 50,579 | 0.0% | 0.29% | +2.4% |
| Q4 2020 | $1,260,000 | -0.6% | 50,579 | 0.0% | 0.29% | -23.3% |
| Q3 2020 | $1,267,000 | -7.9% | 50,579 | -7.5% | 0.37% | -19.6% |
| Q2 2020 | $1,375,000 | +10.4% | 54,691 | +8.3% | 0.46% | -3.3% |
| Q1 2020 | $1,245,000 | -1.2% | 50,500 | 0.0% | 0.48% | +30.1% |
| Q4 2019 | $1,260,000 | -0.2% | 50,500 | 0.0% | 0.37% | -19.4% |
| Q3 2019 | $1,262,000 | +0.2% | 50,500 | 0.0% | 0.46% | +15.9% |
| Q2 2019 | $1,259,000 | +0.9% | 50,500 | 0.0% | 0.40% | -23.6% |
| Q1 2019 | $1,248,000 | +1.5% | 50,500 | 0.0% | 0.52% | -5.3% |
| Q4 2018 | $1,230,000 | 0.0% | 50,500 | 0.0% | 0.55% | +17.2% |
| Q3 2018 | $1,230,000 | -0.1% | 50,500 | 0.0% | 0.47% | -1.3% |
| Q2 2018 | $1,231,000 | – | 50,500 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |